Your next-home friends

“Honestly felt like I was talking to a mate after the first meeting,” Jack.

Approachable, patient and knowledgeable–that’s us!

We’re a family-run business caring for home buyers with personalised mortgage services. Located in Port Macquarie on the beautiful mid north coast of NSW, we service clients across Australia.

The road to purchasing property can be bumpy. Is lending anxiety getting in the way? We know how to guide you through obstacles and boost your confidence in owning a home. Clients tell us they appreciate our generosity with advice and finding lending solutions for their circumstances.

The real estate market changes quickly. And when it does, we keep you informed.

Tim Kelly

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A lending specialist with extensive experience. Tim is renowned for his ability to demystify the lending process. Clients appreciate his patient approach to translating mortgage jargon so it’s easy to understand.

Tim loves a bit of DIY (no qualifications or previous experience 😆 ) and decided a few years ago to build a fishing boat in the shed. He finished it off during lockdowns. It gets used regularly and it still doesn't leak.

His favourite holiday spot is anywhere near the water. One day, he wants to explore the Northern Territory.

Tim and Sara have been together since they were teenagers and were married in their childhood home town of Muswellbrook.

Diploma of Financial Services
Advanced Diploma of Financial Services
Certificate IV in Finance & Mortgage Broking
Diploma in Finance & Mortgage Broking Management

Sara Kelly

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Sara is the customer relations and office manager extraordinaire. She ensures everyone stays informed and every detail is taken care of. Clients appreciate the exceptional response time and accurate information.

When not working, Sara loves to carve up the dance floor with Zumba classes. She has been an instructor for 5 years and loves meeting the interesting people that these classes bring together.

She’s a big fan of road trips and seeing new places. She’s also a big fan of animal spotting on holidays.

A couple of years after Sara and Tim married, they bought their first home together. Although they’ve since moved, they fondly remember their first home; a home that set them up for their future.